Plans

Working with plans

Plans are created from templates and represent a set of tasks assigned to a specific participant. You can manage plans by clicking Plans on the left hand menu. Using views A 'view' is a list...

Create a plan manually

Click Plans on the left hand menu, and then click the Create plan button (top right). Note: Before you can create a plan, you'll need to create at least one template. First select a template...

Creating plans through invite links

Invite links are open links that you can add to emails or your website (or basically anywhere), that allow anyone with the link to create a plan. Enabling invite links Invite links are not...

Changing plan settings

You can change plan settings by opening a plan, clicking Manage plan on the main plan page, and then selecting Plan settings. You can make these changes: * Name & description * Due date...

Changing plan section settings

First open a plan and find the section you want to update. Then click the Manage section button, and then Section settings. You can change the name & description only. Click Save changes when...

Changing plan task settings

First open a plan and find the task you want to update. Then click the manage button (three dots), and then Task settings. You can make these changes: * Name & description * Due date (change...

Managing plan participants

Participants are the outside or external people that are invited to plans. There are 2 types of participant: * Owner participant: This is the external person who is to be sent the plan to...

Managing plan users

Users are the team (internal) users who are added to a plan to manage it on behalf of your team. There are 2 types of user roles on a plan: * Owner user: The key team member who is responsible...

Using the plan summary

The plan summary is available only to users. It shows all of the tasks, their status, and a summary of the information collected. To see the summary, first open a plan. You'll see a Summary...

Using the plan timeline

The plan timeline is available only to users. It shows a timeline of all events on the plan, such as when it was created, status changes, when tasks are completed, etc. To see the timeline, first...

Setting plan status

There are 4 plan statuses: * Sent: All plans begin with this status. * Started: At least one task has been completed or skipped. * Completed: All tasks have been completed or skipped. *...

Using comments

Comments allow anyone in a plan to ask and respond to questions about tasks. A common scenario is that a participant will ask a question about a task, and a user will reply. Comments can also be...